Hi, as for $ADBE, I think we all have it clear — an incredibly cheap stock with great numbers confirming that the AI business is strengthening. The biggest gem in the market and, in my opinion, a clear buy. Another value is in $NVO, although it's unpredictable there. Then $FTNT — valuation-wise the best in the sector, which has unique traits that allow it to outperform the market on its own.
However, I wanted to ask your opinion on $RACE. We all know it — a beaten-down stock, with a moat, basically what every investor looks for. At what price would you start a position? I'll probably wait a bit, but even now it could be quite interesting.
I was once sitting on a nice profit in $RACE, but now I’m at a loss. Ferrari isn’t having it easy right now, but it’s a great company.
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For $ADBE it's, in my opinion, currently more complicated. I agree about the potential for Novo Nordisk and for $RACE I now see a similar chart development to Netflix $NFLX. In my portfolio I only have $NVO, and that is a long-term investment.
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I see it quite the opposite. $ADBE is stagnating right now and not moving anywhere. No one wants to pay for a service now without new features and AI.